SECU vs. IWM

Last updated Jun 4, 2026

SECU (iShares Securitized Income Active ETF) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - SECU is a Mortgage Backed Securities fund actively managed by iShares, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. SECU is actively managed, while IWM is passively managed. At a 0.27 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.19%/yr for IWM.

Performance

SECU vs. IWM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Securitized Income Active ETF (SECU) and iShares Russell 2000 ETF (IWM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SECU

• 1D: -0.10%
• 1M: 0.47%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IWM

• 1D: -1.37%
• 1M: 3.52%
• YTD: 17.07%
• 6M: 15.83%
• 1Y: 39.10%
• 3Y*: 17.88%
• 5Y*: 6.11%
• 10Y*: 10.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SECU vs. IWM - Yearly Performance Comparison

	2026 (YTD)
SECU iShares Securitized Income Active ETF	1.33%
IWM iShares Russell 2000 ETF	9.17%

Correlation

The correlation between SECU and IWM is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 27, 2026	0.27

SECU vs. IWM - Sectors Allocation Comparison

Sectors	SECU	IWM
Financial Services	0.0%	15.8%
Basic Materials	-	4.5%
Communication Services	-	2.0%
Consumer Cyclical	-	7.8%
Consumer Defensive	-	2.1%
Energy	-	6.0%
Healthcare	-	15.8%
Industrials	-	17.1%
Real Estate	-	5.7%
Technology	-	19.5%
Utilities	-	3.0%

Return for Risk

SECU vs. IWM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IWM

IWM Risk / Return Rank: 62
IWM Sharpe Ratio Rank: 59
IWM Sortino Ratio Rank: 59
IWM Omega Ratio Rank: 53
IWM Calmar Ratio Rank: 70
IWM Martin Ratio Rank: 67

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SECU vs. IWM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and iShares Russell 2000 ETF (IWM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SECU	IWM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.05	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.27	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.15	0.37	+0.78

Drawdowns

SECU vs. IWM - Drawdown Comparison

The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SECU and IWM.

Drawdown Indicators

	SECU	IWM	Difference
Max Drawdown Largest peak-to-trough decline	-1.76%	-59.05%	+57.29%
Max Drawdown (1Y) Largest decline over 1 year	—	-11.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.50%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.91%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.13%	—
Current Drawdown Current decline from peak	-0.10%	-1.49%	+1.39%
Average Drawdown Average peak-to-trough decline	-0.56%	-10.77%	+10.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.10%	—

Volatility

Volatility by Period

	SECU	IWM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.75%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.34%	19.20%	-15.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.34%	22.52%	-19.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.34%	23.04%	-19.70%

SECU vs. IWM - Expense Ratio Comparison

SECU has a 0.40% expense ratio, which is higher than IWM's 0.19% expense ratio.

Dividends

SECU vs. IWM - Dividend Comparison

SECU's dividend yield for the trailing twelve months is around 2.10%, more than IWM's 0.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IWM iShares Russell 2000 ETF	0.88%	1.04%	1.15%	1.35%	1.48%	0.94%	1.04%	1.26%	1.40%	1.26%	1.38%	1.54%
SECU iShares Securitized Income Active ETF	2.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SECU and IWM in my portfolio?

SECU and IWM have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SECU or IWM?

On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SECU or IWM?

IWM is cheaper with a 0.19% expense ratio, compared with 0.40% for SECU.

Which ETF pays a higher dividend yield, SECU or IWM?

SECU has the higher dividend yield at 2.10%, compared with 0.88% for IWM.

What is the main difference between SECU and IWM?

SECU is categorized as Mortgage Backed Securities, while IWM is Small Cap Blend Equities. Their fees differ too: 0.40% for SECU and 0.19% for IWM.